Wealth Management Specialist, Sr. jobs in Independence, MO
Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
Regional Wealth Management Specialist
- CM004 American Century Investment Services, Inc.
-
Kansas, MO
FULL_TIME
- Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. For more information, please visit americancentury.com. The Intermediary Consulting Solutions Group (ICSG) partners to drive sales within the following sales teams: National Accounts, Wealth Management and Retirement. The Regional Wealth Management Specialist is passionate about building relationships and driving sales with financial advisors. Your primary responsibility in this role is to partner with Sales Consultants (external wholesalers) in a geographical territory to generate sales. You will collaborate with Consultant partners to develop new relationships and manage existing relationships with financial advisors to increase sales of American Century Investments’ products. This is accomplished by providing financial insight, product information and improved sales tools using a consultative sales approach. This role provides wholesaling support, primarily by phone, and responds to client requests as needed. Limited travel to the territory is expected. This may involve specific territory management of remote areas and/or responsibilities in support of the department’s sales efforts. Responsibilities Partner with your Consultants to sell product solutions and promote valuable services to our financial advisor relationships and prospects. This involves extensive proactive outbound telephone calls, using a consultative sales process, and documentation of activities in our client management database Use fund analysis and other research tools to strategically demonstrate our product offerings. Continually build and maintain a solid understanding of American Century’s investment management practices, policies, products and beneficial services. Remain current on events that impact our clients including industry events and general market trends Collaborate with your Consultant partner(s) and internal resources to develop and implement territory business plans to encourage sales and attain/exceed territory specific sales and net investment goals Participate in regional and national conferences as needed. In-person contact with key clients as agreed upon with manager and Consultant partner(s) is also required Requirements Bachelor’s degree in a related field or an equivalent combination of education and work experience Two to three years financial industry experience preferred. Sales experience preferred Proven knowledge of the financial intermediary marketplace. Knowledge of American Century procedural and operational policies preferred Series 7 and 63 certifications are required for the role. Demonstrated interpersonal, investment analysis, written and verbal communication skills required Solid understanding of Web Ex technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance. For NY and CA based candidates, the salary range for this role is $75,000-$85,000. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. ©2019 American Century Proprietary Holdings, Inc. All rights reserved. American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we manage money and make an impact.
- 1 Month Ago
Wealth Management Client Associate
- OneTen
-
Kansas, MO
FULL_TIME
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one o...
- 21 Days Ago
Wealth Management Advisor
- Northwestern Mutual
-
Kansas, MO
FULL_TIME
- Wealth Management Advisors at Northwestern Mutual, Kansas City, help their clients live more and worry less through our personalized approach to financial planning. As a WMA, they spend their days acq...
- 1 Month Ago
Private Wealth Management Client Associate
- Bank of America
-
Kansas, MO
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 3 Days Ago
Labor Management Specialist
- Prominent Health Care Ownership & Management Company
-
Kansas, MO
FULL_TIME
- Labor Management Specialist Prominent Health Care Management and Ownership Company – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join our team! W...
- 3 Days Ago
Sr Applications Analyst- Records Management
- honeywell2-pilot
-
Kansas, MO
FULL_TIME
- Innovate to solve the world's most important challengesHoneywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as...
- 4 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Independence, MO area
General Dentist - Raytown, Missouri
- Rayview Dental Group
-
Raytown, MO
- General Dentist Opportunity in Raytown, Missouri Total Compensation Package of up to $250,000 Join the thriving communit...
- 4/17/2024 12:00:00 AM
Financial Advisor
- Prevail Strategies
-
Leawood, KS
- Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
- 4/17/2024 12:00:00 AM
Inpatient Medical Coder
- Exela Technologies
-
Kansas City, MO
- Job Description Job Description Why LexiCode? LexiCode is a leading healthcare solutions company specializing in medical...
- 4/17/2024 12:00:00 AM
Financial Advisor
- Prevail Strategies
-
Leawood, KS
- Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
- 4/16/2024 12:00:00 AM
Sales Specialist
- Involve Financial
-
Kansas City, MO
- Involve Financial is currently hiring for a full-time Sales Specialist to work in Kansas City, Missouri and surrounding ...
- 4/16/2024 12:00:00 AM
Wealth Management Advisor Training Program
- Northwestern Mutual
-
Kansas City, MO
- Must be based within 30 mile radius of 64108 for consideration A Career with a Purpose! There is no better time. (We are...
- 4/16/2024 12:00:00 AM
Sales Specialist
- Involve Financial
-
Kansas City, MO
- Involve Financial is currently hiring for a full-time Sales Specialist to work in Kansas City, Missouri and surrounding ...
- 4/14/2024 12:00:00 AM
General Dentist Opportunity in Blue Springs, Missouri
- Dental Care on 7
-
Blue Springs, MO
- General Dentist Opportunity in Blue Springs, Missouri Total Compensation Package of up to $250,000 Join the thriving com...
- 4/9/2024 12:00:00 AM
About Independence, Missouri
Independence is the fifth-largest city in the U.S. state of Missouri. It lies within Jackson County, of which it is the county seat. Independence is a satellite city of Kansas City, Missouri, and is part of the Kansas City metropolitan area. In 2010, it had a total population of 116,830.
Independence is known as the "Queen City of the Trails" because it was a point of departure for the California, Oregon, and Santa Fe Trails. Independence was also the hometown of U.S. President Harry S. Truman; the Truman Presidential Library and Museum is located in the city, and Truman and First Lady Bes...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$108,345 to $155,244
Independence, Missouri area prices
were up 1.7% from a year ago
were up 1.7% from a year ago